GeoWatch

Essential technology and geopolitical news recap.

Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS

Tuesday 8 July 2025

US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of...

Tuesday 8 July 2025

Taiwan's Thunder Tiger sees record revenue on US drone pivot

Thunder Tiger Technology posted record monthly revenue in June 2024 as the Taiwanese manufacturer capitalized on Western military buyers seeking alternatives to Chinese-made unmanned...

Tuesday 8 July 2025

China's semiconductor dreams stumble as another fab collapses

On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated...

Tuesday 8 July 2025

India seeks deeper semiconductor, digital ties with Malaysia

India's High Commissioner to Malaysia, B N Reddy, has called for stronger collaboration between Indian and Malaysian companies in semiconductors and digital technology.

Tuesday 8 July 2025

EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese...

Monday 7 July 2025

Ukraine war experience propels US drone startup toward Pentagon contracts

Neros Technologies, a drone startup founded in 2023, has transformed battlefield insights from Ukraine into a strategic advantage for securing US military contracts, positioning itself...

Monday 7 July 2025

South Korea seeks US tariff extension, proposing manufacturing partnership

South Korea is seeking to extend a looming tariff grace period tied to US President Donald Trump's reciprocal tariff policy. South Korea's Trade Minister Yeo Han-koo traveled to Washington...

Monday 7 July 2025

China's solar overcapacity campaign targets US-hit industries

China launched a "de-involution" campaign targeting solar, energy storage, and electric vehicle sectors since mid-March following the Two Sessions, focusing on industries hit by US...

Monday 7 July 2025

US plans AI chip curbs on Malaysia, Thailand over China concerns

President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...

Monday 7 July 2025

China trains AI natives as it closes the algorithm gap with the US

As global competition in artificial intelligence (AI) intensifies, the US-China rivalry has expanded beyond chips and models to include the competition for talent and education int...

Monday 7 July 2025

Australia sues China-backed firm over rare earths stake in national security move

Australia has filed a lawsuit against China-backed Indian Ocean International Shipping and Service Company for violating foreign investment laws, demanding it divest from rare earths...

Sunday 6 July 2025

China floods solar market with record output as US considers tariffs on Chinese gear

China's solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy...

Sunday 6 July 2025

China's humanoid robots cut out US chips, and 90% of the supply chain is now local

As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor...

Friday 4 July 2025

Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains

US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff...

Friday 4 July 2025

US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box

US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...

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